About our office

The Waterloo team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with retirees, business owners and corporate executives; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

Carolyn Rafferty

Private Wealth Advisor

319-235-3237

Contact Carolyn

Rachael Swisher Hoffman

Private Wealth Advisor

319-235-3235

Contact Rachael

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Iowa, we've provided $5 million in U.S. Bank Foundation and corporate giving and 20,000 in volunteer hours. Our team is actively involved in providing support through Junior Achievement, Waterloo Development Corporation, Waterloo Rotary and others.

Community involvement for Private Wealth Management Waterloo, IA office.

Our services

 

Insurance products are available through our affiliate U.S. Bancorp Investments.

Insights

 

Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

5 investment options to generate retirement income

Customize your income in retirement with these common investment choices.

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3 transition strategies for family business succession

Planning ahead may potentially ease the transition of your family business without a major tax hit.

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